James Wessels, CPA/PFS, CFA

JAMES WESSELS, CPA/PFS, CFA

INVESTMENT COMMITTEE MEMBER*

Jim's financial career spans three decades. He has built a diverse background in pension, tax planning**, estate planning strategies, financial planning and investments. Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company. He also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.

Jim holds a Certified Public Accountant (CPA) designation and uses this background to help clients with their overall financial planning and to tailor investments appropriately. His continuing education to maintain his CPA designation remains focused on trusts, taxation and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.

* Part of Financial Integrators

** Tax services provided by James Wessels